Utilizing
Over
80 years of…

combined industry experience.

We offer a full range of carefully tailored financial planning solutions, catering to high net worth individuals and families, successful business owners, and professionals seeking to reach personal goals, while helping to build and protect wealth. Our expertise and financial toolbelt includes 401k Planning, Defined Benefits, Profit Sharing, SIMPLE, SEP, Cash Balance and more.

Comprehensive Financial Planning Services

We’re Here for You.

Today’s financial world is changing at a record pace on a global level. We believe that between the myriad of products, companies, strategies, and complex tax laws, staying current and making prudent decisions can be challenging for the most seasoned and intelligent professionals. Navigating these waters successfully is difficult, and often requires a significant time commitment. Time is our greatest asset. We believe the ability to surround yourself with a team of knowledgeable professionals is of paramount importance to the long term success of your plan.

A PLAN THAT DOES IT ALL,

So You Don’t Have To.

CLIENTS DESERVE A LEADER IN COMPREHENSIVE FINANCIAL SERVICES

RICHARD MUNCASTER, AIF®, LUTCF®

President | CEO

As President and CEO of Muncaster Financial Group, Richard aims to deliver
personalized care and financial expertise as our clients pursue and achieve their unique financial goals.

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THOMAS SIMMONS, CPA

Vice President | CFO

Thomas serves as Vice President and CFO at Muncaster Financial Group. His highest priority is to deliver exceptional advice and value to our clients, diligently seeking to understand their personal circumstances, resources, needs, and goals.

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TRICIA SMITH, AIF®

Retirement Plan Specialist

Tricia serves as our Retirement Plan Specialist, with the goal of creating effective retirement plans to protect clients’ wealth. Her expertise in optimizing plan designs and implementing proactive solutions provides sound guidance.

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BRYAN NEWTON

Private Wealth Associate

As a Private Wealth Associate, Bryan supports the lead advisors with designing comprehensive financial plans for individuals and families, participating in client meetings, performing client services, and regularly reviewing clients’ portfolios.

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Sheri Muncaster

Business Development Specialist

As the Business Development Specialist, Sheri brings a wealth of experience to the table. Her background spans from business development in the higher education space to interior design and consulting, as well as planning company events to inspire and promote relationship building.

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DEBBIE BROWN

Administrative Associate

Debbie fulfills the role of Administrative Associate, working alongside our financial executives as they deliver first-class customer service. Her role is key in performing administrative duties for clients, while keeping the team on track with her attention to detail.

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James Wells

JAMES WELLS

Private Wealth Associate

James serves as a Private Wealth Associate at Muncaster Financial Group. His highest priority is assisting in the day-to-day operations for the firm as well as providing help to both our Private Wealth Advisors and our Retirement Plan Specialists with anything they may need.

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We pride ourselves in delivering the highest quality level of service and focused attention our clients have come to know and expect. Our goal is to establish a long-term, mutually beneficial relationship, through which we implement our knowledge and expertise to help ensure what you have built is protected along life’s journey.

Insights
Stay up-to-date on news from the Muncaster Team and financial updates!

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2022 Torch Awards for Ethics
Proud Recipient of the Better Business Bureau’s Torch Awards for Ethics

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